Senior Director - External Investment Management – Private Credit

Responsibilities

• Helping build an optimal externally managed private credit portfolio
• Working with portfolio management leadership and CIO to build and develop strategy
• Collaborating with Asset Allocation team to help define focus areas for strategy selection, manager diligence
• Maintaining relationships with existing and new investment management partners, sponsors and intermediaries
• Conducting external manager and general partner (GP) diligence, selection, and underwriting and monitoring
• Monitoring current portfolio and strategies to determine if they are designed optimally
• Researching new investments, new and existing manager diligence and underwriting, allocation or reallocation decisions
• Communicating with and from investment managers, sponsors and intermediaries
• Participating in periodic portfolio review meetings, calls to stay updated on performance and its drivers, risk, views and positioning
• Explaining drivers of performance to FM Investments leadership
• Collaborating to recommend portfolio actions
• Collaborating and guiding on corporate strategic investments, co-investments and portfolio companies related investments
• Collaborating with performance analytics for better return and attribution reporting
• Collaborating on portfolio construction, investments monitoring, and risk management across asset classes within the overall total portfolio construction framework
• Sharing insights from private credit markets relevant to the total portfolio
• Closely working with senior investments leads on periodic, ad-hoc, and special research projects

Qualifications

• Bachelor’s or Master’s Degree in Business Administration, Finance, Economics, or a related field
• Master’s Degree, CFA, CAIA, or other advanced degree related to investments, economics, finance, or quantitative analysis preferred
• 8+ years of relevant experience in investments, financial markets, and/or financial risk management
• 8+ years of global financial market experience across asset classes
• Broad knowledge in the financial markets and investments across asset classes
• Strong inter-personal, communication, presentation, analytical, and collaboration skills
• Experience collaborating with other internal stakeholders and partners – investment accounting, legal, tax and other departments
• Ability to operate as an effective tactical as well as strategic thinker with flexibility to adapt to and positively influence new processes/infrastructure
• Strong mentoring and coaching experience with excellent judgment and creative problem-solving skills including negotiation and conflict resolution skills
• Fast learner with a strong teamwork-based mindset, and passion for financial markets, corporate finance, and investment risk management
• Collaborative mindset, people management skills, and leadership experience required
• Expert knowledge in using Bloomberg, and FactSet, similar investments systems, as well as experience to be able to apply expertise to any new investment risk management and accounting related, and order entry systems